docs/LocalAdmin.xml

   1 <?xml version="1.0" encoding="UTF-8"?>
   2
   3  <chapter xmlns='http://docbook.org/ns/docbook'
   4  xml:id="sample_chapter" version="5.0"
   5
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  13
  14
  15 <!-- <chapter xmlns='http://docbook.org/ns/docbook'
  16  xml:id="sample_chapter" version="5.0"> -->
  17 <!-- The following declarations have been removed from the <chapter> tag:
  18                 scratch pad for swapping namespace xmlns declarations in and out to debug warning
  19                 ("cannot add @xml.base to node set root element. Relative paths may not work.)
  20
  21
  22 -->
  23
  24   <title>Administration</title>
  25
  26 <author><personname><firstname>Betty</firstname><surname>Ing</surname></personname></author>
  27
  28
  29   <para>This chapter describes administrative features on the staff
  30     client. They include:</para>
  31
  32       <orderedlist>
  33       <listitem>
  34         <para>Operator Change</para>
  35       </listitem>
  36
  37       <listitem>
  38         <para>Offline Transaction Management</para>
  39       </listitem>
  40
  41       <listitem>
  42         <para>Download Offline Patron List</para>
  43                 <!--Why is there a download command among editing features? It is generating an Alert in a pop-up window with the following message: "There was a problem with the download. The server returned a status of 404:Not Found"-->
  44       </listitem>
  45
  46       <listitem>
  47                 <para>Local System Administration</para>
  48
  49 <!-- Need to find the correct syntax for <link>. Cf. Library Configuration in the Local System Admin.
  50
  51         <para><link linkend="local_system_admin">Local System Administration</link></para>
  52 -->
  53       </listitem>
  54
  55       <listitem>
  56         <para>Server Settings</para>
  57       </listitem>
  58
  59       <listitem>
  60         <para>User Permission Editor</para>
  61       </listitem>
  62
  63       <listitem>
  64         <para>Receipt Template Editor</para>
  65       </listitem>
  66
  67       <listitem>
  68         <para>Survey Wizard</para>
  69       </listitem>
  70
  71         <listitem>
  72         <para>For developers (-)...</para>
  73       </listitem>
  74     </orderedlist>
  75
  76
  77                                                                                                         <!-- Local System Administration -->
  78
  79   <section>
  80     <title>Local System Administration</title>
  81
  82     <para>The following administrative functions are available:</para>
  83
  84     <orderedlist>
  85       <listitem>
  86         <para>Workstation Configuration</para>
  87       </listitem>
  88
  89       <listitem>
  90         <para><link linkend="library_settings">Library
  91         Configuration</link></para>
  92       </listitem>
  93
  94       <listitem>
  95         <para>Maintenance Reports</para>
  96       </listitem>
  97     </orderedlist>
  98
  99     <section xml:id="library_configuration">
 100       <title>Library Configuration</title>
 101
 102       <para>The following configuration editors are available:</para>
 103
 104       <orderedlist>
 105         <listitem>
 106           <para>Closed Dates Editor</para>
 107         </listitem>
 108
 109         <listitem>
 110           <para>Copy Locations Editor</para>
 111         </listitem>
 112
 113         <listitem>
 114           <para>Library Settings Editor</para>
 115                 </listitem>
 116
 117         <listitem>
 118           <para>Non-cataloged Types Editor</para>
 119         </listitem>
 120
 121         <listitem>
 122           <para>Statistical Categories Editor</para>
 123         </listitem>
 124
 125            </orderedlist>
 126
 127
 128            <section xml:id="closed_dates">
 129                 <title>Closed Dates</title>
 130                 <para></para>
 131            </section>
 132
 133            <section xml:id="copy_locations">
 134                 <title>Copy Locations</title>
 135                 <para></para>
 136            </section>
 137
 138                                                                                                         <!-- Library Settings -->
 139
 140            <section xml:id="library_settings">
 141                 <title>Library Settings</title>
 142
 143
 144
 145 <!-- Alert on Empty Bib Records -->
 146
 147                         <section xml:id="alert_empty_bib_records">
 148                                 <title>Alert on Empty Bib Records</title>
 149
 150                                 <section xml:id="alert_empty_bib_records_concept">
 151                                   <title>Introduction to Alert on Empty Bib Records</title>
 152
 153                                   <para>This setting is used to alert staff when the last copy for a record is being deleted. The setting consists of two fields: Context and Value. The Context field refers to either all the branches of a system or a specific branch within a system, with a default of??? The Value field refers to the status of Alert on Empty Bib Records, which can be either True or False, with a default of??? </para>
 154
 155 <!--    "last copy for a record" is coming from the GUI, but should it be "last copy of a record???"
 156 -->
 157
 158                                 </section>
 159
 160                                 <section xml:id="alert_empty_bib_records_task">
 161                                   <title>Changing the status of Alert on Empty Bib Records</title>
 162
 163                                   <para>To change the status of Alert on Empty Bib Records, do the following:</para>
 164
 165                                   <orderedlist>
 166                                         <listitem>
 167                                           <para>On the Local System Administration screen, click the <guilabel>Library Settings Editor</guilabel> link, which opens the Organization Unit Settings screen.</para>
 168 <!--
 169                                           Are we keeping these link and screen names??? Will there be any confusion for library staff who might be expecting a Library Settings screen, rather than the Organization Unit Setting screen, which is more accurate from the developer's point of view???
 170 -->
 171                                         </listitem>
 172
 173                                         <listitem>
 174                                           <para>On the Organization Unit Settings screen, click the <guibutton>Context Location</guibutton> arrow to see more options. In the Context Location box, select a location.</para>
 175
 176 <!--
 177                                           Is this the location that will be passed to all the Organization Unit settings??? If so, why is there still a drop-down combo box for Context selection???
 178 -->
 179
 180                                         </listitem>
 181
 182
 183                                         <listitem>
 184                                           <para>On the Organization Unit Settings screen, click the <guibutton>Edit</guibutton> button beside the <guilabel>Alert on Empty Bib Records</guilabel> setting.</para>
 185                                         </listitem>
 186
 187                                         <listitem>
 188                                           <para>In the Edit Setting pop-up window, click the <guimenu>Context</guimenu> arrow for more options. In the Context box, select a location.</para>
 189                                         </listitem>
 190
 191 <!--
 192                                 What is the effect of te Context Location not being inherited from the parent org unit at run time??? Does this mean that the user is free to select any location and change the corresponding Value??? As a test, I tried changing the Context in the Edit Setting pop-up window for Alert on Empty Bib Records, and I was not able to see the new Value after clicking the Update Setting button.  Why???
 193
 194 -->
 195                                         <listitem>
 196                                           <para>In the Edit Setting pop-up window, click the <guilabel>Value</guilabel> arrow for more options. In the Value box, select a status.</para>
 197                                         </listitem>
 198
 199                                         <listitem>
 200                                           <para>To view the new data for Context and Value, in the Edit Setting pop-up window, click the <guibutton>Update Setting</guibutton> button.</para>
 201                                         </listitem>
 202
 203                                         <listitem>
 204                                           <para>On the Organization Unit Settings screen, on the Alert on Empty Bib Records row, you see the current selected location under the Context column and the current selected status under the Value column.</para>
 205                                          </listitem>
 206
 207                                         <listitem>
 208                                           <para>To delete the data for both Context and Value on the Alert on Empty Bib Records row, click the <guibutton>Delete Setting</guibutton> button.</para>
 209                                         </listitem>
 210
 211
 212                                   </orderedlist>
 213
 214                                   <example>
 215                                   <title>Example of Alert on Empty Bib Records</title>
 216
 217                                         <para>To change Value to
 218                                           False, in the <guimenu>Value</guimenu> box, select <userinput>False</userinput>.</para>
 219
 220                                         <para>To view the change, click the <guibutton>Update Setting</guibutton> button.</para>
 221                                    </example>
 222
 223                                 </section>
 224
 225                                 <section xml:id="alert_empty_bib_records__ref">
 226                                   <title>References for the Alert on Empty Bib Records</title>
 227
 228                                   <para>http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list</para>
 229         <!--
 230                                   <itemizedlist>
 231                                         <listitem>
 232                                           <para><link linkend="permissions">http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list</link></para>
 233                                         </listitem>
 234
 235                                   </itemizedlist>
 236         -->
 237                                 </section>
 238
 239                         </section>
 240
 241
 242 <!-- Credit Card Payments -->
 243
 244                         <section xml:id="credit_card_payments">
 245                                 <title>Allow Credit Card Payments</title>
 246
 247                                 <section xml:id="credit_card_payments_concept">
 248                                   <title>Introduction to Allow Credit Card Payments</title>
 249
 250                                   <para>If enabled, patrons will be able to pay fines accrued at this location via credit card. The default value is True??? It can be changed through the <guimenu>Local System
 251                                   Administration</guimenu> menu.</para>
 252                                 </section>
 253
 254                                 <section xml:id="credit_card_payments_task">
 255                                   <title>Allow Credit Card Payments</title>
 256
 257                                   <para>To allow credit card payments, do the following:</para>
 258
 259                                   <orderedlist>
 260                                         <listitem>
 261                                           <para>On the Local System Administration screen, click the
 262                                           <guilabel>Library Settings Editor</guilabel> link.</para>
 263                                         </listitem>
 264
 265                                         <listitem>
 266                                           <para>On the Organization Unit Settings screen, click the <guibutton>Edit</guibutton> button beside the <guilabel>Allow Credit Card Payments</guilabel> setting.</para>
 267                                         </listitem>
 268
 269                                         <listitem>
 270                                           <para>In the Edit Setting pop-up window, select a location from the
 271                                           <guimenu>Context</guimenu> box.</para>
 272                                         </listitem>
 273
 274                                         <listitem>
 275                                           <para>In the <guilabel>Value</guilabel> box, select a value.</para>
 276
 277                                         </listitem>
 278                                   </orderedlist>
 279
 280                                   <example>
 281                                   <title>Example of Allow Credit Card Payments</title>
 282
 283                                           <para>To change the credit card payment status to
 284                                           false, select <userinput>False</userinput> from the
 285                                           <guilabel>Value</guilabel> list.</para>
 286                                   </example>
 287
 288                                 </section>
 289
 290                                 <section xml:id="credit_card_payments_ref">
 291                                   <title>References for Credit Card Payments</title>
 292
 293                                           <para>http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list</para>
 294
 295                                 </section>
 296
 297
 298                         </section>
 299
 300
 301
 302 <!-- Change Reshelving Status Interval -->
 303
 304                         <section xml:id="reshelving">
 305                                 <title>Change Reshelving Status Interval</title>
 306
 307                                 <section xml:id="reshelving_concept">
 308                                   <title>Introduction to Change Reshelving Status Interval</title>
 309
 310                                         <para>What kind of preamble do we need here???</para>
 311
 312                                 </section>
 313 <!--
 314                                 <section xml:id="reshelving_task">
 315                                   <title>Change Reshelving Status Interval</title>
 316
 317                                   <para>To change the reshelving status interval, the following fields are available:</para>
 318                                         <segmentedlist>
 319                                         <title>Fields in the Edit Setting pop-up window</title>
 320                                         <?dbhtml list-presentation="table"?>
 321                                         <segtitle>Context</segtitle>
 322                                         <segtitle>Value</segtitle>
 323                                         <seglistitem><seg>System</seg><seg>Status (True or False)</seg></seglistitem>
 324                                         <seglistitem><seg>Branch</seg><seg>Status (True or False)</seg></seglistitem>
 325                                         </segmentedlist>
 326                                   </para>
 327                                  </section>
 328 -->
 329                                  <section xml:id="change_reshelving_status_interval_task">
 330                                   <title>Change Reshelving Status Interval</title>
 331
 332                                   <para>To change the reshelving status interval, do the following:</para>
 333
 334                                   <orderedlist>
 335                                         <listitem>
 336                                           <para>On the Local System Administration screen, click the
 337                                           <guilabel>Library Settings Editor</guilabel> link.</para>
 338                                         </listitem>
 339
 340                                         <listitem>
 341                                           <para>On the Organization Unit Settings screen, find the setting <guilabel>Change reshelving status
 342                                           interval</guilabel>, and click
 343                                           <guibutton>Edit</guibutton>.</para>
 344                                         </listitem>
 345
 346                                         <listitem>
 347                                           <para>In the Edit Setting pop-up window, select a location from the
 348                                           <guimenu>Context</guimenu> box.</para>
 349                                         </listitem>
 350
 351                                         <listitem>
 352                                           <para>In the <guilabel>Value</guilabel> box, enter a value in
 353                                           seconds, hours, or days. The value cannot be zero; however, a value of 1 second is valid.</para>
 354         <!--
 355                  What are the default units when none are entered with the value???
 356         -->
 357                                         </listitem>
 358
 359                                         <listitem>
 360                                           <para>Click the <guibutton>Update Setting</guibutton> button.</para>
 361                                         </listitem>
 362
 363                                         <listitem>
 364                                           <para>On the Organization Unit Settings screen, you can see the selected organization unit under the Context column and the reshelving status interval  under the Value column.</para>
 365                                          </listitem>
 366
 367                                         <listitem>
 368                                           <para>To delete both Context and Value for the reshelving status interval, click on <guibutton>Delete Setting</guibutton>.</para>
 369                                         </listitem>
 370
 371                                   </orderedlist>
 372
 373                                   <example>
 374                                   <title>Example of Change Reshelving Status Interval</title>
 375
 376                                           <para>For example, to change the reshelving status interval to
 377                                           four hours, enter <userinput>4 hours</userinput> in the
 378                                           <guilabel>Value</guilabel> box.</para>
 379                                   </example>
 380
 381                                 </section>
 382
 383                                 <section xml:id="reshelving_ref">
 384                                   <title>References for Change Reshelving Status Interval</title>
 385
 386                                   <para>http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list</para>
 387
 388         <!--
 389                                   <itemizedlist>
 390                                         <listitem>
 391                                           <para><link linkend="permissions">http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list</link></para>
 392
 393
 394                                          <xref xlink:href="http://open-ils.org/dokuwiki/doku.php?id=evergreen-user:permission_list"/>
 395
 396                                         </listitem>
 397                                   </itemizedlist>
 398         -->
 399
 400                                 </section>
 401
 402                                  <section>
 403                                         <title>Notes for Change Reshelving Status Interval</title>
 404
 405                                     <note>
 406                                           <para>The reshelving status interval is not inherited from the
 407                                   parent organizational unit at run time. The default value is 24
 408                                   hours??? and can be changed through the <guimenu>Local System
 409                                   Administration</guimenu> menu.</para>
 410
 411                                         <para>  Permissions for organization unit settings are not automatically created at install time, which means the permission will have to be created before it can be applied.</para>
 412
 413                                    </note>
 414                                 </section>
 415
 416                         </section>
 417
 418
 419
 420
 421                         <section xml:id="default_item_price">
 422                                 <title>Default Item Price</title>
 423                                 <para></para>
 424                         </section>
 425
 426                         <section xml:id="default_locale">
 427                                 <title>Default Locale</title>
 428                                 <para></para>
 429                         </section>
 430
 431                         <section xml:id="no_auto_deletion_empty_bib_records">
 432                                 <title>Do not Automatically Delete Empty Bib Records</title>
 433                                 <para></para>
 434                         </section>
 435
 436                         <section xml:id="holds_expire_alert_interval">
 437                                 <title>Holds: Expire Alert Interval</title>
 438                                 <para></para>
 439                         </section>
 440
 441                         <section xml:id="holds_expire_interval">
 442                                 <title>Holds: Expire Interval</title>
 443                                 <para></para>
 444                         </section>
 445
 446                         <section xml:id="holds_hard">
 447                                 <title>Holds: Hard Boundary</title>
 448                                 <para></para>
 449                         </section>
 450
 451                         <section xml:id="holds_soft">
 452                                 <title>Holds: Soft Boundary</title>
 453                                 <para></para>
 454                         </section>
 455
 456                         <section xml:id="lost_materials_proc_fee">
 457                                 <title>Lost Materials Processing Fee</title>
 458                                 <para></para>
 459                         </section>
 460
 461                         <section xml:id="max_prev_checkouts">
 462                                 <title>Maximum Previous Checkouts Displayed</title>
 463                                 <para></para>
 464                         </section>
 465
 466                         <section xml:id="OPAC_inactivity_timeout">
 467                                 <title>OPAC Inactivity Timeout</title>
 468                                 <para></para>
 469                         </section>
 470
 471                         <section xml:id="patron_barcode">
 472                                 <title>Patron Barcode Format</title>
 473                                 <para></para>
 474                         </section>
 475
 476                         <section xml:id="patron_login">
 477                                 <title>Selfcheck: Patron Login Timeout (in seconds)</title>
 478                                 <para></para>
 479                         </section>
 480
 481                         <section xml:id="pop_up_alert">
 482                                 <title>Selfcheck: Pop-up Alert for Errors</title>
 483                                 <para></para>
 484                         </section>
 485
 486                         <section xml:id="patron_password">
 487                                 <title>Selfcheck: Require Patron Password</title>
 488                                 <para></para>
 489                         </section>
 490
 491                         <section xml:id="email_addr_for_patron_notices">
 492                                 <title>Sending Email Address for Patron Notices</title>
 493                                 <para></para>
 494                         </section>
 495
 496                         <section xml:id="staff_login_inactivity_timeout">
 497                                 <title>Staff Login Inactivity Timeout (in seconds)</title>
 498                                 <para></para>
 499                         </section>
 500
 501                         <section xml:id="void_overdue_fines">
 502                                 <title>Void Overdue Fines When Items are Marked Lost</title>
 503                                 <para></para>
 504                         </section>
 505
 506       </section>
 507     </section>
 508   </section>
 509 </chapter>